See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $8,299 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,715 | $100,041-41.3% | $149,718-60.8% | $70,131-16.3% |
| Participation rate | 84.3% | 83.6%+0.7pp | 87.1%-2.8pp | 69.5%+14.8pp |
| Annual return | 18.62% | 27.43%-8.8pp | 1501.63%-1483.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,771 | $3,662-51.6% | $5,445-67.5% | $2,342-24.4% |
| Participant deferral / active EE | $6,766 | $4,983+35.8% | $6,569+3.0% | $3,332+103.1% |
| Admin fee / account holder | $76 | $8,286-99.1% | $11,283-99.3% | $4,645-98.4% |